₦airaland Forum

Mpeace:
I already gave up on the naira. Lol.
But if the naira should gain from this war, I will just transfer the few in my account to yours.

Such as unfair far. It has not even started and they have already eliminated the "supreme" military commander. Who will now lead the troops of one of the largest oil producers.

Hmm oil will climb if this war should stretch

Sunrisepebble:
I don’t understand the assumption logic. Do you know the reason for the quadrupling and doubling?
Look at where they were coming from in 2023/2024 with high interest payments on their FX related debt, higher energy costs with FX depreciation and weak demand. 2025 they made adjustments to pricing, fx stabilized, some paid down their debt and started having positive finance cost. I don’t see a huge driver for them to achieve that level of growth next year.

Mankind2024:
The brokers hold significant leverage in their push for custody rights or platform fees, because the government is heavily banking on Capital Gains Tax (CGT) revenue and is exploring ways to integrate brokers' platforms with the Nigeria Revenue Service (NRS) system for seamless tracking.
If the government pushes ahead with this aggressive ("wicked" tax rollout, brokers are essentially the only entities with the ready infrastructure to sync purchase and sale prices (and thus calculate gains) directly with the NRS platform. This gives them strong negotiating power.
The government is well aware of how innovative and resourceful Nigerians can be in navigating (or avoiding) taxes, so they're aggressively exploring every possible avenue in this "EMILOKAN"-style emergency tax overhaul to maximize compliance and collections.
In short, brokers aren't just intermediaries—they're now a critical gateway for tax enforcement in this new regime, especially for stocks, crypto, or other assets where transaction data needs centralized reporting. This positions them to extract concessions like fees or custody roles in exchange for cooperation.

megawealth01:
MTN suppose pay more than they did... I was expecting 25 naira from MTN but nothing spoil. I have calculated what to invest the loot into now I have to rely on Alhaji for that... NGX sef

I was expecting 75 naira from them both to meet up with my expectations...

Sunrisepebble:
Mr Mega please don’t kill them.
They entered FY25 with accumulated losses of about N607bn. Profit was N1.1trn The Maximum dividend after clearing accumulated losses was roughly N24 per share. They paid N20. 83% payout. I think they’ve done well

megawealth01:
So I should expect at least #42 next dividend?

Sunrisepebble:
More than.
I will honestly be surprised if they do anything less than N50. My assumption is N75 EPS, and with 80% payout ratio. N60 DPS
The parent company will want to extract more value from Nigeria after years of losses, which will be good for us the minority shareholders. They wanted to sell some of their stake before but with CGT, it would make sense to just extract money through dividends

vibesdot001:
The above might not work, this administration is leveraging the stock market as a high stakes scoreboard to signal economic stability and investor confidence ahead of the 2027 elections.

mikeapollo:
K

Well... how many out of the iver 200m Nigerians are in NGX.? They should focus on how many factories, industries have been established and the impact on employment

Princkez:
DANGCEM #45

ositadima1:
As predicted...

Using my Python Monte Carlo script, the estimated fair value ranges between ₦870 and ₦1,165. This is based on a purely generic model; once the full financial statements are released, we can conduct a more detailed analysis.

TerraCota:
Osita, here's the full FS for Dangote Cement:

https://doclib.ngxgroup.com/Financial_NewsDocs/DANGOTE_CEMENT_PLC_-_2025_AUDITED_FINANCIAL_STATEMENTS.pdf

megawealth01:
How I wish Oando and UNITY have resumed dividends payments. I would have given my sef a good treat in PARIS 😘

If Wale hands over OANDO to foreign firm, I'll gladly leave my OANDO as generational wealth although I go still open eyes regularly

PETERiCHY:
OANDO will likely close on full bid !!!

BARGAIN HUNTERS TAKE NOTE!

Stockpromoter:
Interested members should read this and get ready for daily, weekly and monthly updates on LOCO INSURANCE & INDEX SUMMARY FOR TRADERS 👇
👇 👇 👇
Loco Insurance & Index Summary for Traders tracks the entire NGX Insurance sector — not just one company.

Why this matters:
If the sector is weak, most breakouts fail.
If the sector is strong, momentum spreads fast.

Loco monitors:
✓Key index levels (1,300 major support / 1,400 breakout trigger)
✓Sector-wide volume strength
✓Tier 1 insurance leadership confirmation
✓Gainers vs losers (sector breadth)
✓Early accumulation or distribution signals

This helps traders:
Avoid bull traps
Enter early before full breakout
Trade with sector strength, not emotions
No hype.
No stock promotion.
Just structure, volume, and confirmation.

Next is weekly summary 👇

PETERiCHY:
https://www.nairaland.com/8626685/several-us-bases-kuwait-uae#138610213

With the current happening in the middle east OANDO will be on full bid on Monday.

BARGAIN HUNTERS TAKE NOTE!

chimex38:
No more dollar hoarding again?

PETERiCHY:
After the Bank recapitalization

insurance sector recapitalization will follow suit by next year..

Most banks are now at their peak prices
So for now focus on the oil sector 🛢️🪔 that's where the next big thing is coming from


BARGAIN HUNTERS TAKE NOTE!

unite4real:
The results is not out. I don't even think it can be N45 for the FY when 9 months 2025 was already almost N44.

It will be disappointing to see N45.

Stockpromoter:
Oil stocks so you can escape from oando aby?

Insurance is already at a psychological support 1330 and currently at 1,359, approaching resistance 1,380 and breakout @ 1,400.

We will confirm breakout in the coming weeks.

Better look for one of the 10 insurance stocks listed and position yourself before you join on breakout.
Though it's a short term breakout sha but you can make something before the big breakout

yMcy56:
DANGCEM
https://doclib.ngxgroup.com/Financial_NewsDocs/DCP_-_DIVIDEND_ANNOUNCEMENT.pdf

Final dividend: N45.00
QD: June 17, 2026
PD: July 2, 2026
Registrar: Coronation Registrars

https://doclib.ngxgroup.com/Financial_NewsDocs/DANGOTE_CEMENT_PLC_-_2025_AUDITED_FINANCIAL_STATEMENTS.pdf

Hajicairo:
Thank you ma'am. I have never used Direct Cash Settlement. bosedes@morgancapitalgroup.com, info@morgancapitalgroup.com are aware.
olakunleo@morgancapitalgroup.com is really helping to sort this issue out. He always forward my email to those in trading department and cc: me. He's my direct contact at customer service.
He promised to get back to me as soon as there's update.